The Transatlantic Tax & Estate Planning Forum - 3rd Annual

Daniel has gained extensive experience in providing US and UK personal tax compliance and advisory services, on a wide range of private client tax issues.

Daniel’s specialist focus is providing advice to individuals working in partnerships in the investment and alternative asset management industries, as well as providing advice on personal tax issues for expatriate employees. Daniel is a qualified Chartered Tax Adviser (CTA) and an Enrolled Agent (EA), enrolled to practice before the Internal Revenue Service in the US. He holds a Bachelor of Science (BSc) in Economics from University of Reading.

Awards and industry accolades:

• Gold Award – Accountant of the Year - Manager 5-10 years, Citywealth Future Leaders Award 2020

• Shortlisted – Mentor of the Year, Citywealth Future Leaders Award 2020

• Citywealth Future Leaders Top 100: 2020

• Citywealth Leaders List for 2023/24

• Citywealth NextGen Top 40 Under 40 2023

• Top recommended - Spear’s Magazine’s Tax & Trust Advisors Index 2023

Siena Gold advises individuals and the family offices, trustees and financial institutions representing them on personal asset holding structures, cross-border tax, succession planning, family governance, and philanthropy.

She has considerable experience assisting internationally mobile individuals on the tax, succession and practical consequences of various personal structures, with a particular specialism in offshore trusts and the arrangements of entrepreneurs.

Siena frequently advises on pre-UK arrival planning and provides ongoing advice to non-domiciled individuals on their international arrangements.

She is also particularly interested in potentially contentious situations and tax investigations, regulatory and transparency issues.

Having recently spent four months living in Beirut learning Arabic, she also enjoys matters with a Middle Eastern connection.

Andrea began her career in 2005 with a well-known Washington DC based international tax and global wealth management firm. There she provided advisory services to US expatriates abroad and foreign nationals living in the US. Over the years, Andrea has gained considerable experience advising high net worth individuals with multi-jurisdictional financial interests to design and implement strategies for tax-efficient and risk-managed asset growth. Andrea regularly writes articles in various expat magazines and is periodically asked for press comment on US expat financial planning topics. Additionally, she has written numerous whitepapers regarding fundamental financial planning and investment strategies for US connected individuals and has previously been a speaker at both The World Bank and IMF.

Andrea moved to London in 2013 and joined MASECO in 2014. At MASECO, Andrea is focused on enhancing the delivery of high-quality wealth planning advice to MASECO’s Private Wealth Clients and helping all client facing staff stay trained on up to date regulatory and legislative issues facing US families living in the UK. She enjoys helping clients feel more in control of their personal finances and helping them to actualise a financial strategy that addresses their personal values, goals and vision.

In 2018, Andrea was recognised by Professional Advisers in the inaugural Women in Financial Advice Awards, winning the category 'Woman of the Year - In-house Adviser Support'. In 2020, Andrea was featured as a ‘Distinguished Individual’ in The Spear’s 500 publication which is a guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

Frederick is a partner at London private client law firm Payne Hicks Beach. He advises a broad range of UK and international clients on personal tax and trust issues. His practice is focused on advising entrepreneurial, business families on long term structuring and succession planning (often through the use of trusts). A number of Frederick’s clients are UK resident non-domiciliaries, who he advises on UK tax, residence and asset structuring (including ‘pre-arrival planning’). Frederick’s offshore work has a particular focus on Scandinavia but he also advises clients from a number of other jurisdictions most notably those with a US connection. Consequently Frederick is used to working with advisors in multiple jurisdictions to coordinate consolidated advice for clients with international connections.

Stanley A. Barg, JD, LLM (Taxation), TEP, is a partner in the New York office of Kozusko Harris Duncan, where he practices tax law and estate planning, with a particular emphasis on planning for international families. He advises clients on matters pertaining to US income, estate and gift taxation, the establishment and maintenance of trusts, the structure of investments in the United States by non-US persons, expatriation from the US and related matters. Stan is a member of STEP’s Worldwide Council and is the former Chairman of STEP USA. He is also a Member of the American Bar Association, the International Bar Association, and the International Tax Planning Association. Stan is admitted to practice in New York, the District of Columbia and Pennsylvania, and is also qualified by the Israel Bar Association as a member licensed to practice in Israel as a foreign lawyer. Stan writes and speaks frequently in both national and international forums.

Chris has practised US tax law in London since graduating law school in 2007. Throughout his career, Chris has represented high net worth families and their advisors on US federal income, estate and gift tax issues. He has significant experience in integrated US/UK estate and tax planning.

Chris has extensive experience advising on the relinquishment of US citizenship (and the abandonment of green cards). He has written frequently about this issue and has been featured in the Wall Street Journal, the Telegraph, CNN Money, CNBC and other publications.

In addition, Chris advises non-compliant US taxpayers, whether they are on the receiving end of an IRS notice or seeking to become compliant through an amnesty program such as the IRS Streamlined Procedures or voluntary disclosure program.

Joe Crome, CAP®, leads the American Donor Fund team, delivering a market leading philanthropy service for dual US/UK taxpayers.

In his dual role, Joe also leads CAF’s Business Development team, to drive growth and accelerate business development activities across our Giving and Impact Services.

Joe’s expertise specialises in charitable grant-making regulations in the UK and US, donating complex assets, philanthropy advice for individuals and families, and anti-money laundering and related due diligence pertaining to charitable donations.

Joe has completed the Chartered Advisor in Philanthropy designation with the American College of Financial Services, the only adviser working in the UK to have done so.

Emma is a Partner in Forsters Private Client team. She advises both UK and international individuals in relation to a broad range of personal taxation and estate planning matters.

Emma has extensive experience of advising on complex cross-border estate planning matters concerning high net worth families. She also advises clients on the creation and use of trusts as a means of succession planning and preserving family wealth, including advising non-UK domiciled clients on the creation of excluded property trusts to shelter assets from UK inheritance tax.

Her work for international clients includes providing advice in relation to the UK rules on residence and domicile, and the remittance basis of taxation. She also advises clients on the tax implications of acquiring UK property and the structuring options available.

Emma has particular experience in tax and estate planning for clients with US connections, and she is widely regarded as a specialist in this field.

Matthew specialises in multi-jurisdictional wealth structuring, international tax and trusts, cross-border philanthropy and worldwide estate planning for high & ultra-high-net-worth individuals and their families.

He has worked at leading global law firms and spent time in top-ranked London and regional private wealth teams managing the full spectrum of private client matters, from the preparation of tax-efficient wills, family trusts and powers of attorney to cross-border probates and the administration of high-value and complex estates.

He focuses on assisting the internationally mobile, including non-UK domiciled individuals moving to the UK who require pre-arrival tax planning, and clients departing the UK who would like to plan for their exit. He also advises owner-managed and family-owned businesses on issues of tax, succession, control, governance and capacity.

He particularly enjoys helping clients achieve their philanthropic goals and assist with the creation, registration and running of charitable vehicles, including trusts and charitable incorporated organisations. He also acts as a charity trustee.

Matthew Sperry is an international private client attorney whose practice is devoted to making it easier for global ultra-high-net-worth individuals and families to access the United States, whether it be for investment, spending time in the US or utilizing US trust and other structures to advance personal goals or otherwise. He believes in using state-of-the-art trust, corporate, family office, fund and other US legal concepts to develop simple but effective wealth succession and family governance structures that minimize global tax and reporting burdens, foster privacy, protect personal wealth and advance family harmony, leaving his clients to focus on enjoying their hard earned wealth. Matthew's client base includes individuals and families in Asia, Latin America, the Middle East, Africa, Europe and Canada.

Jaime is a partner in the private client and tax team.

She advises on US and international tax and estate planning, particularly for families and trusts with US/UK cross-border concerns.

Jaime devotes a large part of her practice to advising individuals and families in relation to their philanthropic goals and charitable structuring for both individuals and non-profit organisations. She has extensive experience with the establishment and operation of US charitable vehicles, including those that form part of dual qualified charitable structures, which attract tax-efficient contributions from US persons outside the US. She also advises non-US charities in relation to US investments and fundraising.

Jaime frequently works with individuals seeking to renounce US citizenship or abandon long-term permanent residence in the US. She provides US tax compliance advice to individuals and assists them through the relevant IRS disclosure procedures, when necessary. In addition, she advises both individuals and entities on their FATCA obligations.

Kevin Brown, EA, TEP, is a Partner within the Firm’s Private Client Group. He specializes in assisting individuals, families, investors, and businesses, particularly from the UK and Europe, navigate the complex world of US federal, state, and local taxation. Kevin works closely with owners of businesses to help strategize and plan succession, funding, and exits to support and maximize his clients’ financial situation.

Kevin acts as a trusted advisor to his clients and their businesses across a broad range of industries, with a particular focus on Technology, Entertainment, Creative Media, and Professional Services. Kevin specifically helps clients with US in-bound tax planning at the shareholder and business level to maximize any available tax savings that can be taken advantage of as well as working extensively on Qualified Small Business Stock exemptions and Trust and Estate Tax planning to protect familial generational wealth.

Kevin is a key contributor to the UK and US transatlantic network both in London and New York and has provided his extensive experience and insight to the Finding Your Way, Trade and Investment Guide to the U.S. supported by the U.K. and U.S. trade departments.

Prior to joining Anchin, Kevin spent 13 years in London and 4 years in New York with a boutique US tax practice before leading a Top 10 CPA firms New York tax practice for the next 6 plus years.

Having qualified as a chartered accountant with KPMG, I subsequently spent the first 15 years of my trust career at Rawlinson & Hunter in Jersey, as a Director and latterly as a Partner. Academic and professional development is important to me and I hold a BSc Hons in International Management and French, as well as FCA, STEP, and Advanced certificates in UK tax for international clients and family business advising.

I have been recognised over the years with recommendations in a number of industry publications, including being named in the eprivateclient Top 35 Under 35 list in both 2013 and 2015, as well as being listed in Who’s Who Legal Private Client guide in 2018, 2020 and 2021.